Benjamin Sicoli is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 credential and six years of industry experience. He previously worked at General Mills Inc. from 2014 to 2019 before joining RBC Capital Markets and City National Bank in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies using both in-house and third-party investment resources.

Eric Kolben is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Outside of his advisory role, he serves on the Strategic Gift Committee of the Gulf of Maine Research Institute, an environmental nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by advanced planning tools and comprehensive asset management.

Christopher Hoglund is a Series 66-licensed financial advisor with Merrill, based in South Portland, ME. He has four years of experience at Merrill and one year at Bank of America. Prior to his financial services career, he managed a family-owned butcher shop business for over a decade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Roger Woodman Jr. is the president and sole employee of Roger F. Woodman Jr. & Co., where he has provided financial advisory services since 2001. He holds a Series 65 designation and has 22 years of industry experience. In addition to investment advice, he offers estate management and trustee services, including bill payment, tax administration, and the management of charitable and non-charitable gifts. Roger F. Woodman Jr. & Co. serves individuals, trusts, estates, and charitable organizations, delivering investment supervisory and estate management services. The firm employs a fundamental analysis and long-term purchase strategy, typically managing discretionary accounts and meeting with clients at least twice annually. It accepts individual clients and uses hourly billing for certain services, also providing co-trustee roles on select trust accounts.